Semiconductor companies live off capex from Google, Amazon, Microsoft, Meta. Now Meta's pulling back — cutting spend.
The others? Probably slowing down too. Once one big player taps the brakes, the rest usually follow.
Semiconductor stocks — both US and China — looking rough. I'd stay away for now.
It's always the same cycle: AI hype drives massive chip orders, then reality hits, budgets tighten, and the semiconductor guys are left holding the bag. Seen this movie before.
The others? Probably slowing down too. Once one big player taps the brakes, the rest usually follow.
Semiconductor stocks — both US and China — looking rough. I'd stay away for now.
It's always the same cycle: AI hype drives massive chip orders, then reality hits, budgets tighten, and the semiconductor guys are left holding the bag. Seen this movie before.